CWA
Canvas Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
2,155
-576
| -21% | -$90.5K | 0.07% | 134 |
|
|
2025
Q1 | $459K | Buy |
2,731
+256
| +10% | +$43K | 0.12% | 105 |
|
|
2024
Q4 | $415K | Sell |
2,475
-272
| -10% | -$45.6K | 0.1% | 108 |
|
|
2024
Q3 | $476K | Buy |
2,747
+1,235
| +82% | +$214K | 0.13% | 95 |
|
|
2024
Q2 | $245K | Buy |
1,512
+186
| +14% | +$30.1K | 0.08% | 127 |
|
|
2024
Q1 | $208K | Sell |
1,326
-183
| -12% | -$28.7K | 0.07% | 141 |
|
|
2023
Q4 | $227K | Buy |
+1,509
| New | +$227K | 0.08% | 116 |
|
|
2023
Q3 | – | Sell |
-1,469
| Closed | -$225K | – | 129 |
|
|
2023
Q2 | $225K | Sell |
1,469
-194
| -12% | -$29.8K | 0.08% | 121 |
|
|
2023
Q1 | $260K | Sell |
1,663
-324
| -16% | -$50.7K | 0.11% | 119 |
|
|
2022
Q4 | $291K | Buy |
1,987
+366
| +23% | +$53.6K | 0.12% | 114 |
|
|
2022
Q3 | $214K | Sell |
1,621
-710
| -30% | -$93.7K | 0.09% | 118 |
|
|
2022
Q2 | $335K | Buy |
2,331
+28
| +1% | +$4.02K | 0.13% | 93 |
|
|
2022
Q1 | $360K | Sell |
2,303
-1,453
| -39% | -$227K | 0.13% | 109 |
|
|
2021
Q4 | $614K | Sell |
3,756
-259
| -6% | -$42.3K | 0.22% | 82 |
|
|
2021
Q3 | $561K | Buy |
4,015
+530
| +15% | +$74.1K | 0.23% | 75 |
|
|
2021
Q2 | $470K | Buy |
3,485
+112
| +3% | +$15.1K | 0.21% | 79 |
|
|
2021
Q1 | $462K | Buy |
+3,373
| New | +$462K | 0.27% | 70 |
|